Victoria Latham

@Fiduciary Alliance Llc

Latest period2024 - Q4

Reported6d ago

Managed Assets$989.141M

Total holdings353

Assets growth rate31.2%

Assets growth rate (2-Q avg)26.77%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Fiduciary Alliance Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 353 positions.

Assets under management

The assets under management (AUM) of Fiduciary Alliance Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 989.141M in assets, with a quarterly growth rate of 31.2% and a 2-quarter average growth rate of 26.77%. The portfolio is managed by Victoria Latham, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
XLEEnergy Select Sector Spdr Fund Recent Activity New Position	0.03%	$285,450 3,332 shares@ $85.67 avg price	New Position
BALLBall Corp Com Recent Activity New Position	0.03%	$284,967 5,169 shares@ $55.14 avg price	New Position
DDominion Recent Activity New Position	0.03%	$281,688 5,230 shares@ $53.87 avg price	New Position
NSCNorfolk Southn Corp Com Recent Activity New Position	0.03%	$280,701 1,196 shares@ $234.7 avg price	New Position
KRKroger Co Com Recent Activity New Position	0.03%	$280,651 4,590 shares@ $61.15 avg price	New Position
FDUSFidus Invt Corp Com Recent Activity New Position	0.03%	$273,786 13,025 shares@ $21.03 avg price	New Position
MOAltria Group Recent Activity New Position	0.03%	$270,075 5,165 shares@ $52.29 avg price	New Position
CPRTCopart Inc Com Recent Activity New Position	0.03%	$266,519 4,644 shares@ $57.39 avg price	New Position
ALBAlbemarle Recent Activity New Position	0.03%	$261,662 3,040 shares@ $86.08 avg price	New Position
SWSmurfit Westrock Plc Shs Recent Activity New Position	0.03%	$253,142 4,700 shares@ $53.86 avg price	New Position